Perigon Wealth Management’s United Airlines UAL Stock Holding History

Perigon Wealth Management’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$702K	Buy	5,165 +592	+13%	+$61.3K	0.01%	727
2026 Q1	$421K	Sell	4,573 -902	-16%	-$94.5K	0.01%	882
2025 Q4	$612K	Buy	5,475 +918	+20%	+$92.8K	0.01%	698
2025 Q3	$440K	Buy	4,557 +817	+22%	+$78.6K	0.01%	788
2025 Q2	$298K	Buy	3,740 +228	+6%	+$16.8K	0.01%	841
2025 Q1	$243K	Sell	3,512 -7,402	-68%	-$699K	0.01%	890
2024 Q4	$1.16M	Buy	+10,914	New	+$923K	0.03%	415
2021 Q1	–	Sell	-1,573	Closed	-$68K	–	1000
2020 Q4	$68K	Buy	+1,573	New	+$63.6K	0.01%	651
2018 Q2	–	Sell	-1,470	Closed	-$102K	–	565
2018 Q1	$102K	Hold	1,470	–	–	0.04%	229
2017 Q4	$99K	Hold	1,470	–	–	0.04%	200
2017 Q3	$89K	Hold	1,470	–	–	0.03%	269
2017 Q2	$111K	Hold	1,470	–	–	0.02%	294
2017 Q1	$104K	Hold	1,470	–	–	0.02%	299
2016 Q4	$111K	Hold	1,470	–	–	0.02%	278
2016 Q3	$77K	Hold	1,470	–	–	0.02%	264
2016 Q2	$60K	Buy	1,470 +120	+9%	+$5.68K	0.02%	263
2016 Q1	$81K	Buy	+1,350	New	+$71.7K	0.03%	170

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Perigon Wealth Management's UAL Position: Q2 2026 in Review

Perigon Wealth Management increased its United Airlines (UAL) stake by 13% in Q2 2026, buying an estimated $61.3K and bringing the position to 5,165 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #727.

Perigon Wealth Management first reported a position in UAL in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.16M in Q4 2024. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Perigon Wealth Management held 5,165 shares of United Airlines worth $702K as of Q2 2026.
Perigon Wealth Management bought 592 United Airlines shares in Q2 2026, an estimated $61.3K.
United Airlines made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #727 holding.
Perigon Wealth Management first reported a position in United Airlines in Q1 2016 and has held it in 17 quarters since.
Perigon Wealth Management's United Airlines position peaked at $1.16M in Q4 2024.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.